Q: Wanting to get involved in the TaaS movement. Do you think it would be wise to invest in APTV and NVDA as the suppliers of parts for electric vehicles or to stick with investing in the completed car, and if so which one, or some of each.?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Comments any your opinion please on NVDA latest earnings. Market reaction seemed pretty subdued.
Thank you
Thank you
Q: Like the AMD management but got me to thinking I'm not well-versed on semis...what would be your top 3 names and why? Thanks
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NVIDIA Corporation (NVDA $187.85)
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Veeva Systems Inc. Class A (VEEV $288.00)
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Roku Inc. (ROKU $98.90)
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WELL Health Technologies Corp. (WELL $4.00)
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Palantir Technologies Inc. (PLTR $173.20)
Q: My son who is 42 is opening a TFSA. He is getting a late start at investing as he has been emloyed overseas for most of his working life. He has asked me to help him. I am wondering if ETF's would be the best way to start. If so what would you suggest for seomeone his age. Also if he started with equities what would you suggest as well?
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NVIDIA Corporation (NVDA $187.85)
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Constellation Software Inc. (CSU $3,325.00)
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Kinaxis Inc. (KXS $171.42)
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Atlassian Corporation (TEAM $148.39)
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The Trade Desk Inc. (TTD $41.15)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.59)
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Unity Software Inc. (U $37.23)
Q: Hi. My daughter is looking to add a US tech stock to a portfolio that follows your balanced portfolio with some added US stocks and International ETFs. She currently owns 4 tech stocks; CSU, LSPD, KXS and NVDA. She is 21 yo and looking for long term growth. We are wondering if U is a better addition than TEAM (I am already following TEAM as I own it, but would consider selling it for a better company as I like to limit myself to following about 35 stocks). Any better suggestions? TTD? We both already own VEEV (under healthcare).
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NVIDIA Corporation (NVDA $187.85)
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Constellation Software Inc. (CSU $3,325.00)
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Enghouse Systems Limited (ENGH $19.98)
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Kinaxis Inc. (KXS $171.42)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $202.03)
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Atlassian Corporation (TEAM $148.39)
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Real Matters Inc. (REAL $6.02)
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DocuSign Inc. (DOCU $66.42)
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Avalara Inc. (AVLR)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.59)
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CrowdStrike Holdings Inc. (CRWD $539.19)
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Unity Software Inc. (U $37.23)
Q: Could you please rank above Tech stocks in order of preference that you would purchase or hold right now. I have all except CRWD and U, but they seem to be coming up in your lists more frequently.
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NVIDIA Corporation (NVDA $187.85)
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QUALCOMM Incorporated (QCOM $169.99)
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Veeva Systems Inc. Class A (VEEV $288.00)
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The Trade Desk Inc. (TTD $41.15)
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Unity Software Inc. (U $37.23)
Q: If you just received $200K extra cash and would like to invest it in CND and US stocks in a non-registered account for maximum returns in 3-5 years, which CND and US stocks would you choose? For this, higher risk would be acceptable. Please prioritize 4-5 of each of the CDN and US stocks.
Would there be any changes, if it was going into a couple's TFSA's with sufficient contribution room?
Thanks, and please deduct as many credits as appropriate.
Would there be any changes, if it was going into a couple's TFSA's with sufficient contribution room?
Thanks, and please deduct as many credits as appropriate.
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Costco Wholesale Corporation (COST $914.70)
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NVIDIA Corporation (NVDA $187.85)
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Veeva Systems Inc. Class A (VEEV $288.00)
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The Trade Desk Inc. (TTD $41.15)
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Unity Software Inc. (U $37.23)
Q: What would be your top 5 US and TSX companies for a TFSA? - focusing on growth but wouldn't turn down dividend payers! Thanks
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Intel Corporation (INTC $35.60)
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NVIDIA Corporation (NVDA $187.85)
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QUALCOMM Incorporated (QCOM $169.99)
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Roku Inc. (ROKU $98.90)
Q: Hello, I have been holding Intel for more than 5 years now. According to what I read in the Q&A I believe the time has come to sell it and buy something else. Would that make sense to buy Roku to replace Intel? Another option would be either NVDA or QCOM? What would you do? Thank you, Gervais
Q: Hi Team, Without considering any factors other than growth who would you invest in NVDA or CRM and why?
Mike
Mike
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NVIDIA Corporation (NVDA $187.85)
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Salesforce Inc. (CRM $240.54)
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Suncor Energy Inc. (SU $63.00)
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Kinross Gold Corporation (K $35.74)
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Canopy Growth Corporation (WEED $1.52)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $202.03)
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JD.com Inc. (JD $29.78)
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Roku Inc. (ROKU $98.90)
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NIO Inc. American depositary shares each representing one Class A (NIO $6.13)
Q: I am looking for a few stocks that are good for day trading. I know this is not something you guys really do but can you list a couple stocks that would be good day traders?
Thanks
Thanks
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Apple Inc. (AAPL $269.23)
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NVIDIA Corporation (NVDA $187.85)
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QUALCOMM Incorporated (QCOM $169.99)
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Kinaxis Inc. (KXS $171.42)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $202.03)
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Atlassian Corporation (TEAM $148.39)
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Baylin Technologies Inc. (BYL $0.27)
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Real Matters Inc. (REAL $6.02)
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The Trade Desk Inc. (TTD $41.15)
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Vanguard Information Technology ETF (VGT $752.36)
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ARK Next Generation Internet ETF (ARKW $153.09)
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Vitalhub Corp. (VHI $9.04)
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DocuSign Inc. (DOCU $66.42)
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SolarEdge Technologies Inc. (SEDG $33.88)
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Vanguard Growth ETF (VUG $484.08)
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United Microelectronics Corporation (NEW) (UMC $7.08)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.59)
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Zoom Communications Inc. (ZM $83.47)
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Enphase Energy Inc. (ENPH $27.94)
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ARK Autonomous Technology & Robotics ETF (ARKQ $108.09)
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BBTV Holdings Inc. Subordinate Voting Shares (BBTV $0.37)
Q: Hi team,
With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.
To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?
Please feel free to use as many credits as you see fit.
Gratefully yours,
Jacques IDS
With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.
To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?
Please feel free to use as many credits as you see fit.
Gratefully yours,
Jacques IDS
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Lam Research Corporation (LRCX $150.58)
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Micron Technology Inc. (MU $249.23)
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NVIDIA Corporation (NVDA $187.85)
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QUALCOMM Incorporated (QCOM $169.99)
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Advanced Micro Devices Inc. (AMD $244.43)
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Lattice Semiconductor Corporation (LSCC $63.13)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $283.33)
Q: Hi,
I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?
Cam
I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?
Cam
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NVIDIA Corporation (NVDA $187.85)
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Booking Holdings Inc. (BKNG $5,072.38)
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Wynn Resorts Limited (WYNN $119.43)
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Southwest Airlines Company (LUV $32.50)
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Veeva Systems Inc. Class A (VEEV $288.00)
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The Trade Desk Inc. (TTD $41.15)
Q: I asked this question on my phone few days ago and I haven't seen the answer yet:
Can you give me your current top 3US and 3CDN growth stocks?
3US and 3CDN compelling recovery stories post covid.
Thanks!
Can you give me your current top 3US and 3CDN growth stocks?
3US and 3CDN compelling recovery stories post covid.
Thanks!
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NVIDIA Corporation (NVDA $187.85)
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QUALCOMM Incorporated (QCOM $169.99)
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Atlassian Corporation (TEAM $148.39)
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The Trade Desk Inc. (TTD $41.15)
Q: I have to add US tech exposure (missed the boat) and only 4 percent which translates to $350,000. I already have 60 holding (total portfolio) which is already high but I’m ok with it given the size of my portfolio. Which would you pick? Should I just buy all 4 at 1 percent holding increasing to 64 holdings or pick just 1 or 2?
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NVIDIA Corporation (NVDA $187.85)
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Veeva Systems Inc. Class A (VEEV $288.00)
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The Trade Desk Inc. (TTD $41.15)
Q: Hi group after taking in all the present hindrances to the present stock market performance .... please give me your top 3 stocks in US + Cad and you also rate them in order of best first thanks appreciate your help
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NVIDIA Corporation (NVDA $187.85)
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PayPal Holdings Inc. (PYPL $62.94)
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM $148.39)
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Veeva Systems Inc. Class A (VEEV $288.00)
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The Trade Desk Inc. (TTD $41.15)
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JD.com Inc. (JD $29.78)
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Roku Inc. (ROKU $98.90)
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Teladoc Health Inc. (TDOC $6.79)
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DocuSign Inc. (DOCU $66.42)
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Avalara Inc. (AVLR)
Q: I'm looking for growth companies that stand a chance for considerable capital appreciation over the short and long term. Please rank these companies from most likely to least likely to increase in value. If you know of other companies that are poised to increase in value please add them.
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NVIDIA Corporation (NVDA $187.85)
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Veeva Systems Inc. Class A (VEEV $288.00)
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The Trade Desk Inc. (TTD $41.15)
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Roku Inc. (ROKU $98.90)
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CrowdStrike Holdings Inc. (CRWD $539.19)
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Unity Software Inc. (U $37.23)
Q: Hi 5i Team,
Can you please tell me what Tech Companies you would buy today (US and CDN) in light of the sell off for a 5 year hold.
Thank you,
Pat.
Can you please tell me what Tech Companies you would buy today (US and CDN) in light of the sell off for a 5 year hold.
Thank you,
Pat.
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Amazon.com Inc. (AMZN $232.89)
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Costco Wholesale Corporation (COST $914.70)
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Alphabet Inc. (GOOG $289.71)
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Microsoft Corporation (MSFT $510.40)
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NVIDIA Corporation (NVDA $187.85)
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QUALCOMM Incorporated (QCOM $169.99)
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AbbVie Inc. (ABBV $234.85)
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Salesforce Inc. (CRM $240.54)
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Veeva Systems Inc. Class A (VEEV $288.00)
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CrowdStrike Holdings Inc. (CRWD $539.19)
Q: Hi Peter and the gang,
Please give us your top 10 'keeper' stocks in Canada and US.
Thanks a million
Please give us your top 10 'keeper' stocks in Canada and US.
Thanks a million
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Adobe Inc. (ADBE $331.55)
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Amazon.com Inc. (AMZN $232.89)
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Microsoft Corporation (MSFT $510.40)
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NVIDIA Corporation (NVDA $187.85)
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Atlassian Corporation (TEAM $148.39)
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Veeva Systems Inc. Class A (VEEV $288.00)
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The Trade Desk Inc. (TTD $41.15)
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Roku Inc. (ROKU $98.90)
Q: Brett asked a question today. You mentioned 20 “keeper stock”. You mentioned 2. What would be the others?